WALTER on 12 Jul 2016 18:08:52
I have volumes of information to share with my teams that is best presented in tables and matrices. It would be a huge improvement if they were able to export the data from the visualizations and have the formatting in Excel match the formatting created within PowerBI.
This would be especially helpful for ongoing forecasting activities.
Administrator on 13 May 2023 12:04:57
Feature has been released in public preview.
- Comments (816)
- Merged Idea (1)
RE: Allow Table and Matrix Data Exports to Match PowerBI Visual
This definitely needs more testing, I have tried this on a table visualisation that shows financial results. The first column comes from, what we call, a Spec table, that allows us to control the GL account groupings, the row descriptions and the order in which they appear. The rest of the columns are all measures that we have defined for our GL data to display Current Month and YTD Actuals, Budget, Variance $ and Variance %. When we export the report using this new option the Variance $ columns appear as the first 2 columns in the export, i.e. before the row descriptions, and the Variance % columns appear towards the end, rather than next to their corresponding Actual and Budget columns. The export also includes additional columns, showing information related to a table that is used for conditional formatting. I can see how this additional information may be useful, but wasn't the expected outcome.
RE: Allow Table and Matrix Data Exports to Match PowerBI Visual
Needs more testing before final release!
I have found for the default hierarchy in the matrix the columns are displayed in the order of the values/columns were "added" to the table rather than the order shown in the matrix. This means I am having to remove values from the table, saving and re-adding in the order I want them shown. a lot of bother especially with the formats on selected columns.
Interestingly if you expand a level then the column order reflects that shown after the additional column showing the next level. Surely if the display order has been evaluated for these levels it can simply be used for the default level.
RE: Allow Table and Matrix Data Exports to Match PowerBI Visual
Yes this is now working - however I agree with a previous comment - the columns are not exported in the order as per the order as the visualisation - which was very confusing. Otherwise was great to see this finally. Thanks!
RE: Allow Table and Matrix Data Exports to Match PowerBI Visual
This is great! It works for me so far in the service, but not on desktop (not listed in preview features). Will it be added to desktop as well? That's where I often do exploratory analysis. Thanks!
RE: Allow Table and Matrix Data Exports to Match PowerBI Visual
Thank you for the release. The export works, but can be improved on several aspects:
- if you export a table that contains columns and measures from different tables, the columns are not reported in the same order as in the visualization, but columns from one table are reported first, then there are the columns of the next table, and so on
- if conditional formatting is used for some fields of a table, when exporting the table, a column containing the value of the measure used for conditional formatting is also shown
- the names with which the columns are exported are those of the original table and not those established in the visualization
- if a matrix contains more than one row in the header (for example turnover 2021, turnover 2020, turnover 2019) and has the months as columns, once the table has been exported, the rows of the header are translated and become columns, developing the table horizontally
- If the fields contained in the matrix/table are decimal numbers formatted to have two decimal places, once exported they maintain the formatting of the original column (with many more decimals)
- The colors are not maintained, but this is rightly specified when you do the export.
I hope you find these tips useful for future updates. Thank you.
RE: Allow Table and Matrix Data Exports to Match PowerBI Visual
Microsoft Please!! Been waiting for this feature quite long. Can't see it yet. Please make it happen soon
RE: Allow Table and Matrix Data Exports to Match PowerBI Visual
I have updated my Power BI to the Version: 2.99.621.0 64-bit (November, 2021)
and the feature is not available into the list of Preview Features under Options menu.
Is there other place where this preview feature can be turned on for my usage?
RE: Allow Table and Matrix Data Exports to Match PowerBI Visual
I spoke with a MS tech today who said she got notification that this feature was coming and that she expected we may see it as soon as this week.
RE: Allow Table and Matrix Data Exports to Match PowerBI Visual
i think preview was expected in October itself, what is the update on this?
RE: Allow Table and Matrix Data Exports to Match PowerBI Visual
We are trying to move a lot of our reporting in Power BI and this is a huge inconvenient. Looking forward for this update release.